What We Do

West Coast Financial offers independent, fee-only wealth management and financial advisory services. At the core of our practice is a deep desire to help others navigate and solve problems that intersect their finances. The firm was founded over 30 years ago in Santa Barbara, California.

Over the past several years, we have expanded our professional team to provide comprehensive, highly personalized services to a growing client base. While our roots are in Santa Barbara, we currently serve high net worth clients throughout California and in various cities across the country.